Essentials
$249 / month
Founding price: $199 / month for your first 3 months
Owner-operators and small crews with simple books.
- Transactions
- Up to 75 / mo
- Accounts reconciled
- 2
- Reports
- P&L, balance sheet
- Books closed by
- 15th
- Support
Pricing
Flat monthly pricing. No hourly surprises.
Plans are sized by how many transactions you have each month. Not sure which fits? The free Books Health Check will tell you.
Founding-client pricing: 20% off your first 3 months of any monthly plan. Open to our first 10 clients.
Growth
Most crews$449 / month
Founding price: $359 / month for your first 3 months
Growing businesses with several accounts and regular invoicing.
- Transactions
- Up to 200 / mo
- Accounts reconciled
- 5
- Reports
- + Cash flow, A/R aging
- Invoicing
- Included
- Support
- Quarterly call
Pro
$749 / month
Founding price: $599 / month for your first 3 months
Established shops that want a closer look at the numbers.
- Transactions
- Up to 400 / mo
- Accounts reconciled
- 10
- Reports
- + Budget vs. actual, KPIs
- Invoicing & bill pay
- Included
- Books closed by
- 10th
Catch-up & Cleanup
One flat fee, quoted after we look at your file. No hourly billing, so you know the cost before we start.
| Months behind | Flat fee |
|---|---|
| 1–3 months | $395 |
| 4–6 months | $895 |
| 7–12 months | $1,795 |
| More than 12 months | Custom quote |
Founding-client pricing applies to monthly plan fees for your first 3 months and is limited to our first 10 monthly clients. Cleanup fees are not discounted. Plans are month to month.
Add-ons
Need more? Add it to any plan.
Add-ons are quoted during your free Books Health Check, based on your volume.
| Add-on | What you get |
|---|---|
| Job costing | Profit by job or project, every month |
| 1099 preparation | W-9s collected and 1099s filed for subs |
| Sales tax filings | Tracked and filed where you owe it |
| Payroll coordination | Payroll recorded and reconciled with your provider |
| Extra accounts | More bank, card or loan accounts reconciled |
Pricing questions
Good to know.
Is there a long-term contract?
No. Monthly plans are month to month.
What counts as a transaction?
Each deposit, payment, card charge or transfer on your bank and card statements. Most small trades businesses land in Essentials or Growth.
What if I go over my plan's transaction limit?
We'll let you know and recommend the next plan up. You won't be moved without talking to us first.
Do I have to do a cleanup first?
Only if your books are behind or have errors. If your books are current, we start with your monthly plan right away.
Get started
Find out where your books stand.
Book your free 20-minute Books Health Check. We'll reply within one business day.
Book my free Health Check